Add default Products/Items

Field Promax provides the flexibility of automatically adding default Products when a work order is created.

The following are the steps for defining which products can be automatically added to a work order.

  1. Create a Job Type (Go to Settings=> Manage Lists=> Job Types and Checklist). Create a Job Type.
  2. Add default products to the Job Type by clicking on the “Attach Default Products” button.

    Attach Default Products

  3. When a work order is created and a Job Type is selected, these defined products are automatically added to the work order.

    Create order

Once the edited PDF is saved as a local file in the mobile device, it can be uploaded back in the ‘DOCUMENTS’ section of existing Work Orders, in the mobile app.